Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE NATIONAL ACADEMY OF EDUCATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIFTH STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

77-0415802
B Telephone number (see instructions)

(202) 334-2340
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,224,387J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 612,662
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,610 26,610 26,610
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,072
b Gross sales price for all assets on line 6a 157,032
7 Capital gain net income (from Part IV, line 2)... 18,072
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 43,579 0 43,579
12 Total. Add lines 1 through 11........ 700,923 44,682 70,189
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 145,607 0 0 145,607
14 Other employee salaries and wages...... 438,509 0 0 424,473
15 Pension plans, employee benefits....... 118,846 0 0 118,846
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 84,673 0 0 89,283
c Other professional fees (attach schedule).... Click to see attachment 63,798 5,837 5,837 59,211
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,290 0 0 46,290
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 37,273 0 0 37,273
21 Travel, conferences, and meetings....... 110,669 0 0 109,920
22 Printing and publications.......... 32,241 0 0 32,241
23 Other expenses (attach schedule)....... Click to see attachment 145,830 0 0 166,917
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,223,736 5,837 5,837 1,230,061
25 Contributions, gifts, grants paid....... 2,742,500 2,343,750
26 Total expenses and disbursements. Add lines 24 and 25 3,966,236 5,837 5,837 3,573,811
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,265,313
b Net investment income (if negative, enter -0-) 38,845
c Adjusted net income (if negative, enter -0-)... 64,352
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,587,202 3,592,545 3,592,545
3 Accounts receivable bullet39,698
Less: allowance for doubtful accounts bullet   14,642 39,698 39,698
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 12,678,203 8,461,568 8,461,568
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 28,390 91,696 91,696
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 244,409 Click to see attachment221,915 221,915
c Investments—corporate bonds (attach schedule)....... 509,390 Click to see attachment566,977 566,977
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment249,988 Click to see attachment249,988
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,062,236 13,224,387 13,224,387
Liabilities 17 Accounts payable and accrued expenses.......... 108,591 96,429
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,027,363 Click to see attachment2,469,074
23 Total liabilities (add lines 17 through 22)......... 2,135,954 2,565,503
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 823,182 838,008
25 Net assets with donor restrictions............ 13,103,100 9,820,876
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,926,282 10,658,884
30 Total liabilities and net assets/fund balances (see instructions). 16,062,236 13,224,387
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,926,282
2
Enter amount from Part I, line 27a .....................
2
-3,265,313
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,660,969
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,085
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,658,884
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a STOCKS, BONDS, MUTUAL FUNDS - LT     2021-12-31
b STOCKS, BONDS, MUTUAL FUNDS - ST     2021-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 156,031   137,959 18,072
b 1,001   1,001 0
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       18,072
b       0
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 18,072
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 540
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 540
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,744
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,744
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,204
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,204 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.NAEDUCATION.ORG
    14
    The books are in care ofbulletGREGORY WHITE Telephone no.bullet (202) 334-2340

    Located atbullet500 FIFTH STREET NWWASHINGTONDC ZIP+4bullet20001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CAROL D LEE PRESIDENT
    5.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    PAMELA GROSSMAN VICE PRESIDENT
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JAMES SPILLANE SECRETARY/TREASURER
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JAMES ANDERSON DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    ALFREDO J ARTILES DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    KRIS D GUTIERREZ DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    DEBORAH STIPEK DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    WILLIAM F TATE IV DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    LOIS M WEIS DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    GREGORY WHITE EXECUTIVE DIRECTOR
    40.00     		120,700 24,906 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    GLORIA LADSON-BILLINGS PAST PRESIDENT
    5.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    ADAM GAMORAN VICE PRESIDENT (THROUGH NOV 2021)
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    ROBERT E FLODEN SECRETARY/TREASURER (THROUGH NOV 2021)
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    HELEN LADD DIRECTOR (THROUGH NOV 2021)
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MARIA GAHAN DIRECTOR, PROFESSION
    40.00     		93,382 23,287 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    DIAN DONG PROGRAM OFFICER, RES
    40.00     		87,710 21,327 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    ABIGAIL BELL SR PROGRAM OFFICER
    30.00     		71,781 22,807 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    ANGELA HARMON PROGRAM OFFICER
    40.00     		71,580 8,119 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    AMY BERMAN DEPUTY DIRECTOR
    20.00     		58,760 5,876 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    Total number of other employees paid over $50,000...................bullet 1
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    YOUR PART-TIME CONTROLLER OUTSOURCED CONTROLLER 63,490
    1500 WALNUT STREET SUITE 1200
    PHILADELPHIA,PA19102
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE NATIONAL ACADEMY OF EDUCATION (NAED)/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS RECEIVE $70,000 IN FUNDING, ATTEND PROFESSIONAL DEVELOPMENT RETREATS, AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. THIS FELLOWSHIP IS NONRESIDENTIAL,AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED. 2,084,269
    2 THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SEEKS TO ENCOURAGE A NEW GENERATION OF SCHOLARS FROM A WIDE RANGE OF DISCIPLINES AND PROFESSIONAL FIELDS TO UNDERTAKE RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. THESE $27,500 FELLOWSHIPS SUPPORT INDIVIDUALS WHOSE DISSERTATIONS SHOW POTENTIAL FOR BRINGING FRESH AND CONSTRUCTIVE PERSPECTIVES TO THE HISTORY, THEORY, OR PRACTICE OF FORMAL OR INFORMAL EDUCATION ANYWHERE IN THE WORLD. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. 1,284,712
    3 CIVIC REASONING AND DISCOURSE IS AN INITIATIVE TO IMPROVE STUDENTS' LEARNING IN CIVIC REASONING, DEBATE, AND DISCOURSE BY ENSURING THAT THE PEDAGOGY, CURRICULUM, AND LEARNING ENVIRONMENTS THAT THEY EXPERIENCE ARE INFORMED BY THE BEST AVAILABLE EVIDENCE. THE PROJECT INCLUDES COMMISSIONED PAPERS, A SUMMARY REPORT, AND PRACTITIONER BRIEFS THAT PROVIDE A SYNTHESIS OF FINDINGS AS WELL AS ACTIONABLE GUIDANCE FOR POLICY MAKERS AND PRACTITIONERS. 40,705
    4 THE EVALUATING AND IMPROVING TEACHER PREPARATION PROGRAM AIMS TO IDENTIFY BEST PRACTICES AMONG EXISTING MODELS OF EVALUATION TOOLS AND PROVIDE RECOMMENDATIONS FOR THE DEVELOPMENT OF NEW APPROACHES. UNDER THE DIRECTION OF AN INTERDISCIPLINARY STEERING COMMITTEE OF RESEARCHERS AND PRACTITIONERS IN TEACHER EDUCATION, THE PROJECT OUTCOMES WILL BE MADE APPLICABLE AND ACCESSIBLE TO DIFFERENT STAKEHOLDERS, INCLUDING STATE AND FEDERAL AGENCIES, TEACHER PREPARATION PROGRAMS, PRACTITIONERS, AND RESEARCHERS. THIS INITIATIVE WILL PRODUCE: (1) RE-PUBLICATION OF A PREVIOUS REPORT ON TEACHER EDUCATION AS AN EXPANDABLE WEBSITE; (2) A COMMISSIONED PAPER SERIES ON KEY ASPECTS OF TEACHER PREPARATION AND INSTRUCTIONAL QUALITY; AND (3) A PEER-REVIEWED CONSENSUS STUDY THAT IDENTIFIES BEST PRACTICES AND PROVIDES RECOMMENDATIONS FOR DEVELOPING NEW MODELS OF TEACHER PREPARATION EVALUATION AND IMPROVEMENT. 191,881
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    782,997
    b
    Average of monthly cash balances.......................
    1b
    3,667,678
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,900
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,473,575
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,473,575
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    67,104
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,406,471
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    220,324
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
    1996-07-23
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
    64,352 151,366 181,099 177,079 573,896
    b 85% (0.85) of line 2a ......... 54,699 128,661 153,934 150,517 487,812
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		3,573,811 4,395,516 4,261,130 4,630,303 16,860,760
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		3,573,811 4,395,516 4,261,130 4,630,303 16,860,760
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		146,883 123,547 120,733 118,053 509,216
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS WILL RECEIVE $70,000 FOR ONE ACADEMIC YEAR OF RESEARCH, OR $35,000 FOR EACH OF TWO CONTIGUOUS YEARS, WORKING HALF TIME. APPLICANTS MUST HAVE HAD THEIR PHD, EDD, OR EQUIVALENT RESEARCH DOCTORATE DEGREE CONFERRED WITHIN 2-5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SUPPORTS DOCTORAL STUDENTS FROM A BROAD ARRAY OF DISCIPLINES TO UNDERTAKE DISSERTATION RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. FELLOWS RECEIVE $27,500 FOR A PERIOD OF UP TO 2 YEARS TO SUPPORT THEIR DISSERTATION WRITING. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADAMS-WIGGINS KARLYN
    PORTLAND STATE UNIVERSITY PO BOX
    751 SPA
    PORTLAND,OR972070751     		N/A N/A 2021 POST-DOC 35,000
    ANGLIN KYLIE
    ATTN OFFICE OF SPONSORED PROGRAMS
    PO BOX 400195
    CHARLOTTESVILLE,VA229044195     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    BENNETT CHRISTOPHER
    VANDERBILT UNIVERSITY CONTRACT AND
    GRANT ACCOUNTING PMB 401591
    NASHVILLE,TN37240     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    BINTE-FARID IRTEZA
    2050 ELM TREE COURT
    CHARLOTTESVILLE,VA22911     		N/A N/A 2021 DISSERTATION 13,750
    BROWN CHRISTINA
    33 8TH ST APT 928
    SAN FRANCISCO,CA94103     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    BUTLER ALISHA
    2055 PARK ROAD NW APT B
    WASHINGTON,DC20010     		N/A N/A 2020 DISSERTATION FELLOW 27,500
    CHAMBERLAIN CHELSEA
    5352 WEBSTER ST
    PHILADELPHIA,PA19143     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    CHEN SI
    PO BOX 415649
    BOSTON,MA02241     		N/A N/A 2020 POSTDOCTORAL FELLOW 70,000
    CONWELL JORDAN
    UW-MADISON GAR ACCOUNT OFFICE FOR
    RESEARCH SPONSORED PROGRAMS DRAWER
    MILWAUKEE,WI53278     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    COOLEY FRANCES
    4801 BLUEBERRY TRL
    AUSTIN,TX78723     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    CRESPIN RENE
    3904 PROSPECT ST APARTMENT 204
    LAS VEGAS,NV89108     		N/A N/A 2021 DISSERTATION 13,750
    CRUMDY ANGELA
    651 DEGRAW ST APT 2
    BROOKLYN,NY11217     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    DACHE AMALIA
    TRUSTEES OF THE UNIVERSITY OF
    PENNSYLVANIA PO BOX 785541
    PHILADELPHIA,PA191785541     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    DAVIS III CHARLES
    3003 S STATE STREET 5TH FLOOR
    WOLVERINE TOWER
    ANN ARBOR,MI48109     		N/A N/A 2021 POST-DOC 35,000
    DAVIS NATALIE
    GEORGIA STATE UNIV RESEARCH FNDN 58
    EDGEWOOD AVE NE 3RD FLOOR
    ATLANTA,GA30303     		N/A N/A 2021 POST-DOC 35,000
    DAVISON MILES
    731 HERON AVE N
    OAKDALE,MN55128     		N/A N/A 2020 DISSERTATION FELLOW 27,500
    DELIEMA DAVID
    REGENTS OF THE UNIVERSITY OF
    MINNESOTA NW 5957 PO BOX 1450
    MINNEAPOLIS,MN554855957     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    DOBBIN CAUE
    4151 EMERALD ST APARTMENT 8
    OAKLAND,CA94609     		N/A N/A 2021 DISSERTATION 13,750
    DYER SHAUNA
    422 CREST AVENUE
    ANN ARBOR,MI48103     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    ESCOBEDO CINDY
    4003 N HARTLEY AVENUE
    COVINA,CA91722     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    EWING EVE
    UNIV OF CHICAGO ATTNBILLING
    RECEIVABLE SUPERVISOR 6054 SOUTH DR
    CHICAGO,IL60637     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    FIORELLA LOGAN
    KIM JOHNSON 310 EAST CAMPUS RD
    TUCKER HALL RM 410
    ATHENS,GA306021589     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    FISH RACHEL
    NEW YORK UNIVERSITY SPONSORED
    PROGRAMS ADMINISTRATION PO BOX 5166
    NEW YORK,NY10087     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    FREEMAN NICOLE
    2318 N HIGH ST APT 11
    COLUMBUS,OH43202     		N/A N/A 2021 DISSERTATION 13,750
    FRIES LAURA
    6350 CHESEBRO ROAD
    AGOURA HILLS,CA91301     		N/A N/A 2021 DISSERTATION 13,750
    GARIBAY JUAN
    STEWART CRAIG EXECUTIVE DIRECTOR PO
    BOX 400195 OFFICE OF SPONSORED PROG
    CHARLOTTESVILLE,VA229044195     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    GODINEZ ROSALINDA
    1515 MADRONE DRIVE
    SALINAS,CA93905     		N/A N/A 2021 DISSERTATION 13,750
    GURANTZ ODED
    UNIVERSITY OF MISSOURI UNIVERSITY
    OF MISSOURI AR PO BOX 807012
    KANSAS CITY,MO641807012     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    GUZMAN-ALVAREZ ALBERTO
    1818 MOORE BLVD APT 122
    DAVIS,CA95618     		N/A N/A 2021 DISSERTATION 13,750
    HARMON MARIAH
    2028 LOMBARDIA LANE
    MADISON,TN37115     		N/A N/A 2021 DISSERTATION 13,750
    HARVEY PETER FRANCIS
    3910 IRVING ST HARS MB770 RM 2208
    PHILADELPHIA,PA19104     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    HAUPT BRUCE WILLIAM
    4910 DUNSMERE STREET
    HOUSTON,TX77018     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    HYUN JISOO
    1020 NE 63RD ST UNIT 317
    SEATTLE,WA98115     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    JOHN KELSEY
    UARIZONA - SPONSORED PROJECTS
    CONTRACTING SERVICES PO BOX 41867
    TUCSON,AZ85717     		N/A N/A 2021 POST-DOC 35,000
    JOHNSON JARREL
    2110 COTTONWOOD ROAD APT 101
    AMES,IA50014     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    JOHNSON JENNIFER
    1100 FOGGY BOTTOM
    TECUMSEH,OK74873     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    JOHNSON RACHEL
    UW-MADISON GAR ACCOUNT RESEARCH
    SPONSORED PROGRAMS DRAWER 538
    MILWAUKEE,WI532780538     		N/A N/A 2021 DISSERTATION 13,750
    KAUTZ MATT
    146 WEST 111TH STREET 3B
    NEW YORK,NY10026     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    KELLY MATTHEW
    PENNSYLVANIA STATE UNIV RESEARCH
    ACCOUNTING 227 W BEAVER AVE STE 401
    STATE COLLEGE,PA168014819     		N/A N/A 2021 POST-DOC 35,000
    KIGUEL SEBASTIAN
    1310 W LUNT AVE APT 205
    CHICAGO,IL60626     		N/A N/A 2021 DISSERTATION 27,500
    KIM BRIAN
    2 LAMPREY LANE
    LEE,NH03861     		N/A N/A 2021 DISSERTATION 13,750
    KIRCHGASLER KATHRYN
    UW-MADISON GAR ACCOUNT OFFICE FOR
    RESEARCH SPONSORED PROGRAMS DRAWER
    MILWAUKEE,WI532780538     		N/A N/A 2020 POSTDOCTORAL RDA 5,000
    KNIGHT DAVID JONATHAN
    2329 OLIVIA COURT EAST
    MAPLEWOOD,MN55119     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    LADERMAN SOPHIA
    9382 NOBLE WAY
    ARVADA,CO80007     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    LEATH SEANNA
    UNIVERSITY OF VIRGINIA 1001 EMMET
    ST NORTH PO BOX 400195
    CHARLOTTESVILLE,VA22904     		N/A N/A 2021 POST-DOC 35,000
    LEES LYNTON
    36 CLOUGHA AVENUE HALTON LANCASTER
    LANCASHIRE   LA2 6NR
    UK     		N/A N/A 2021 DISSERTATION 13,750
    LERCH JULIA C
    EXTRAMURAL FUNDS ACCOUNTING CG
    ACCOUNTING 120 THEORY SUITE 200
    IRVINE,CA92697     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    LEYVA LUIS
    VANDERBILT UNIVERSITY ATTN MICHELLE
    VAZIN PMB 401591 2301 VANDERBILT PL
    NASHVILLE,TN372401591     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    LIEBOWITZ DAVID
    545 W 27TH AVE
    EUGENE,OR97405     		N/A N/A 2021 POST-DOC RDA 5,000
    LIRA AMALIA
    2005 E 114TH ST
    LOS ANGELES,CA09959     		N/A N/A 2021 DISSERTATION 13,750
    LIU ROSEANN
    WESLEYAN UNIVERSITY 291 MAIN STREET
    MIDDLETOWN,CT06457     		N/A N/A 2021 POST-DOC 35,000
    LU AMANDA
    635 8TH ST APT C
    NEW ORLEANS,LA70115     		N/A N/A 2021 DISSERTATION 13,750
    MARQUEZ BAYLEY
    AMERICAN STUDIES DEPT 1328 TAWES
    HALL 7751 ALUMNI DRIVE
    COLLEGE PARK,MD20742     		N/A N/A 2021 POST-DOC RDA 5,000
    MCDAID NIKKI
    1915 MAPLE AVE APT 925
    EVANSTON,IL60201     		N/A N/A 2021 DISSERTATION 13,750
    MCMILLON DAVID
    5035 SOUTH EAST END AVENUE
    CHICAGO,IL60615     		N/A N/A 2020 DISSERTATION FELLOW 27,500
    MELLON GREER
    45 W 86TH STREET APT 9
    NEW YORK,NY10024     		N/A N/A 2021 DISSERTATION 13,750
    MENA MICHAEL
    39 ST PAULS PL APT 3
    BROOKLYN,NY11226     		N/A N/A 2021 DISSERTATION 13,750
    MONTES PABLO
    12921 CARILLON WAY
    MANOR,TX78653     		N/A N/A 2021 DISSERTATION 13,750
    MORALES-DOYLE DANIEL
    UNIVERSITY OF ILLINOIS AT CHICAGO -
    GRANTS CONTRACTS 28395 NETWORK PLAC
    CHICAGO,IL606731283     		N/A N/A 2020 POSTDOCTORAL FELLOW 70,000
    MUNIZ JULISSA
    12401 ADELPHI CV
    AUSTIN,TX78727     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    MUNSON JEN
    PEG MORRISROE 633 CLARK STREET ROOM
    G-594
    EVANSTON,IL60208     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    NAKAJIMA NOZOMI
    51 CLEVELAND STREET APT 2
    ARLINGTON,MA02474     		N/A N/A 2021 DISSERTATION 13,750
    NICHOLS BRIANA
    313 GRASSMERE AVE
    INTERLAKEN,NJ07712     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    NICHOLS T PHILIP
    BAYLOR UNIVERSITY POST AWARD ONE
    BEAR PLACE 97360
    WACO,TX76798     		N/A N/A 2021 POST-DOC 35,000
    ORTIGA YASMIN
    90 STAMFORD RD SINGAPORE MANAGEMENT
    UNIV
    SINGAPORE   178903
    SN     		N/A N/A 2019 POSTDOCTORAL FELLOW 17,500
    OTERO SEBASTIAN
    63 ABRAMS CT APT 819
    STANFORD,CA94305     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    OTHEGUY RAQUEL
    CUNY BRONX COMMUNITY COLLEGE
    BUSINESS OFFICE 2155 UNIVERSITY AVE
    BRONX,NY10453     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    OUBOU HAFSA
    1810 HINMAN AVENUE
    EVANSTON,IL60208     		N/A N/A 2020 DISSERTATION FELLOW 27,500
    PELAEZ KEVIN
    5806 LYNN ST
    SAN DIEGO,CA92105     		N/A N/A 2021 DISSERTATION 13,750
    PERERA RACHEL
    1776 MAIN STREET PO BOX 2138
    SANTA MONICA,CA904072138     		N/A N/A 2021 DISSERTATION 27,500
    RAVEN ALLISON
    PO BOX 3028
    MARBLE FALLS,TX78654     		N/A N/A 2021 DISSERTATION 13,750
    REDDICK CELIA
    63 WOODLAWN STREET 2
    BOSTON,MA02130     		N/A N/A 2021 DISSERTATION 13,750
    REEB-REASCOS KATHLEEN
    82 CULVER RD UPPER
    BUFFALO,NY14220     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    REES LEWIS DANIEL
    PEG MORRISROE NORTHWESTERN
    UNIVERSITY 633 CLARK ROOM G594
    EVANSTON,IL60208     		N/A N/A 2020 POSTDOCTORAL FELLOW 70,000
    RENDON GARCIA SARAH
    14 HAZEL ST
    NORWALK,CT06851     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    RIS ETHAN
    CHRIS RUST FISCAL AND HR OFFICER
    COLLEGE OF EDUCATION/0278 UNR 1664
    RENO,NV895570278     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    RODRIGUEZ ALEXA
    85-09 151ST AVENUE APT 3D
    HOWARD BEACH,NY11414     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    RODRIGUEZ TATIANA
    512 WEST 122ND STREET APT 102
    SARASOTA HALL
    NEW YORK,NY10027     		N/A N/A 2021 DISSERTATION 13,750
    ROMAN DIEGO
    UW-MADISON GAR ACCOUNT OFFICE FOR
    RESEARCH SPONSORED PROGRAMS DRAWER
    MILWAUKEE,WI532780538     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    RUIZ SANDRA
    PO BOX 1934
    SALINAS,CA93902     		N/A N/A 2021 DISSERTATION 13,750
    SAMPSON CARRIE
    PO BOX 876011
    TEMPE,AZ85287     		N/A N/A 2021 POST-DOC 35,000
    SCHOCHET OWEN
    GEORGETOWN UNIVERSITY 3520 PROSPECT
    ST NW SUITE 400 RM 427
    WASHINGTON,DC200571055     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    SHI LENA
    28 DEWOLFE ST 599
    CAMBRIDGE,MA02138     		N/A N/A 2021 DISSERTATION 13,750
    SHIRRELL MATTHEW
    GEORGE WASHINGTON UNIVERSITY - GCAS
    PO BOX 829896
    PHILADELPHIA,PA191829896     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    SINGLETON JOHN
    TERESA MESSENGER GRANTS MANAGER
    ORACS 910 GENESEE STREET SUITE 200
    ROCHESTER,NY14611     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    SMAIL GARETH
    259 CANNER STREET
    NEW HAVEN,CT06511     		N/A N/A 2021 DISSERTATION 13,750
    STERLING ERICA
    50 HARVEY ST
    CAMBRIDGE,MA02140     		N/A N/A 2021 DISSERTATION 13,750
    SURRAIN SARAH
    11422 ENDICOTT LN
    HOUSTON,TX77035     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    SUTTON APRIL
    UNIV OF CALIFORNIA SAN DIEGO
    CONTRACT GRANT ADMIN 9500 GILMAN DR
    LA JOLLA,CA920930009     		N/A N/A 2021 POST-DOC 35,000
    TOBIN ZACHARY
    151 E BROADWAY RD APT 201
    TEMPE,AZ85282     		N/A N/A 2021 DISSERTATION 13,750
    VEGA BLANCA
    188 PRINCETON AVENUE
    JERSEY CITY,NJ07305     		N/A N/A 2021 POST-DOC RDA 5,000
    VIGIL-FOWLER MARGARET
    208 RED MESA HEIGHTS
    GRAND JUNCTION,CO81507     		N/A N/A 2021 POST-DOC 17,500
    WALLACE DERRON
    415 SOUTH STREET
    WALTHAM,MA02453     		N/A N/A 2021 POST-DOC RDA 5,000
    WARGO JON M
    OFFICE OF SPONSORED PROGRAMS 140
    COMMONWEALTH AVE JOYCE HOUSE
    CHESTNUT HILL,MA024673800     		N/A N/A 2020 POSTDOCTORAL FELLOW 70,000
    WATSON VAUGHN W M
    CONTRACTS AND GRANTS ADMINISTRATION
    426 AUDITORIUM ROAD ROOM 2
    EAST LANSING,MI488242600     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    WEATHERS ERICKA
    PENNSYLVANIA STATE UNIV RESEARCH
    ACCOUNTING 227 W BEAVER AVE STE 401
    STATE COLLEGE,PA16801     		N/A N/A 2021 POST-DOC 35,000
    WIGGER CORA
    4022 N MONTICELLO AVE APT 3S
    CHICAGO,IL60618     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    WILLIAMS RACHEL
    656 FLORIDA STREET APT 202
    MEMPHIS,TN38103     		N/A N/A 2021 DISSERTATION 13,750
    XIONG CHOUA
    UW-MADISON GAR ACCOUNT OFFICE FOR
    RESEARCH SPONSORED PROGRAMS DRAWER
    MILWAUKEE,WI532780538     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    YANG XIN
    47 LAKE PLACE
    NEW HAVEN,CT06511     		N/A N/A 2021 DISSERTATION 13,750
    YIN PENG
    UC BERKELEY FINANCIAL AID AND
    SCHOLARSHIPS OFFICE 16 SPROUL HALL
    BERKELEY,CA947201960     		N/A N/A 2020 DISSERTATION FELLOW 13,750
    ZHAI XIAOMING
    105J ADERHOLD HALL 110 CARLTON ST
    ATHENS,GA30602     		N/A N/A 2021 POST-DOC RDA 5,000
    ZHAO PENGFEI
    UNIV OF FLORIDA CONTRACTS GRANTS
    ACCTG 33 TIGERT HALL PO BOX 113001
    GAINESVILLE,FL32611     		N/A N/A 2021 POST-DOC 35,000
    SHEPHARD DANIEL
    198 AVENUE DU MAINE 7500 W CAMP
    WISON RD
    PARIS   75014
    FR     		N/A N/A 2021 DISSERTATION 13,750
    XU JING
    5530 36TH AVE NE
    SEATTLE,WA98105     		N/A N/A 2020 POSTDOCTORAL FELLOW 35,000
    Total .................................bullet 3a 2,343,750
    bApproved for future payment
    ADAMS-WIGGINS KARLYN
    PORTLAND STATE UNIVERSITY PO BOX
    751 SPA
    PORTLAND,OR972070751     		N/A N/A 2021 POST-DOC 35,000
    AYDAROVA ELENA
    AUBURN UNIVERSITY 208 M WHITE SMITH
    HALL 381 MELL STREET
    AUBURN UNIVERSITY,AL36849     		N/A N/A 2021 POST-DOC 70,000
    BRITTON TOLANI
    UNIVERSITY OF CALIFORNIA BERKELEY
    2195 HEARST AVENUE ROOM 130F
    BERKELEY,CA94720     		N/A N/A 2021 POST-DOC 70,000
    CRESPIN RENE
    3904 PROSPECT ST APARTMENT 204
    LAS VEGAS,NV89108     		N/A N/A 2021 DISSERTATION 13,750
    DAVIS III CHARLES
    3003 S STATE STREET 5TH FLOOR
    WOLVERINE TOWER
    ANN ARBOR,MI48109     		N/A N/A 2021 POST-DOC 35,000
    DAVIS NATALIE
    GEORGIA STATE UNIV RESEARCH FNDN 58
    EDGEWOOD AVE NE 3RD FLOOR
    ATLANTA,GA30303     		N/A N/A 2021 POST-DOC 35,000
    DAVIS SUSANNAH
    UNIV OF NEW MEXICO CONTRACT AND
    GRANT ACCOUNTING MSC01 1245
    ALBUQUERQUE,NM871310001     		N/A N/A 2021 POST-DOC 70,000
    DOBBIN CAUE
    4151 EMERALD ST APARTMENT 8
    OAKLAND,CA94609     		N/A N/A 2021 DISSERTATION 13,750
    FREEMAN NICOLE
    2318 N HIGH ST
    COLUMBUS,OH43202     		N/A N/A 2021 DISSERTATION 13,750
    FRIES LAURA
    6350 CHESEBRO ROAD
    AGOURA HILLS,CA91301     		N/A N/A 2021 DISSERTATION 13,750
    GODINEZ ROSALINDA
    1515 MADRONE DRIVE
    SALINAS,CA93905     		N/A N/A 2021 DISSERTATION 13,750
    GRINAGE JUSTIN
    OFFICE OF SPONSORED PROJECTS
    ADMINISTRATION NW5957 PO BOX 1450
    MINNEAPOLIS,MN55484     		N/A N/A 2021 POST-DOC 70,000
    GRONERT NONA
    UW-MADISON GAR ACCOUNT RESEARCH
    SPONSORED PROGRAMS DRAWER 538
    MILWAUKEE,WI532780538     		N/A N/A 2021 DISSERTATION 27,500
    GUZMAN-ALVAREZ ALBERTO
    1818 MOORE BLVD APT 122
    DAVIS,CA95618     		N/A N/A 2021 DISSERTATION 13,750
    HARMON MARIAH
    2028 LOMBARDIA LANE
    MADISON,TN37115     		N/A N/A 2021 DISSERTATION 13,750
    HAUCK ELIZABETH
    UW-MADISON RESEARCH AND SPONSORED
    PROGRAMS 21 N PARK STREET SUITE 640
    MADISON,WI537151218     		N/A N/A 2021 DISSERTATION 27,500
    JOHN KELSEY
    UARIZONA - SPONSORED PROJECTS
    CONTRACTING SERVICES PO BOX 41867
    TUCSON,AZ85717     		N/A N/A 2021 POST-DOC 35,000
    JOHNSON RACHEL
    UW-MADISON GAR ACCOUNT RESEARCH
    SPONSORED PROGRAMS DRAWER 538
    MILWAUKEE,WI532780538     		N/A N/A 2021 DISSERTATION 13,750
    KELLY MATTHEW
    PENNSYLVANIA STATE UNIV RESEARCH
    ACCOUNTING 227 W BEAVER AVE STE 401
    STATE COLLEGE,PA168014819     		N/A N/A 2021 POST-DOC 35,000
    KIM BRIAN
    2 LAMPREY LANE
    LEE,NH03861     		N/A N/A 2021 DISSERTATION 13,750
    LEATH SEANNA
    UNIVERSITY OF VIRGINIA 1001 EMMET
    ST NORTH PO BOX 400195
    CHARLOTTESVILLE,VA22904     		N/A N/A 2021 POST-DOC 35,000
    LEES LYNTON
    36 CLOUGHA AVENUE HALTON LANCASTER
    LANCASHIRE   LA2 6NR
    UK     		N/A N/A 2021 DISSERTATION 13,750
    LIMERICK NICHOLAS
    TEACHERS COLLEGE COLUMBIA UNIVERSIT
    525 W 120TH STREET BOX 021
    NEW YORK,NY100276605     		N/A N/A 2021 POST-DOC 70,000
    LIRA AMALIA
    2005 E 114TH ST
    LOS ANGELES,CA09959     		N/A N/A 2021 DISSERTATION 13,750
    LIU ROSEANN
    WESLEYAN UNIVERSITY 291 MAIN STREET
    MIDDLETOWN,CT06457     		N/A N/A 2021 POST-DOC 35,000
    LU AMANDA
    635 8TH ST APT C
    NEW ORLEANS,LA70115     		N/A N/A 2021 DISSERTATION 13,750
    MCDAID NIKKI
    1915 MAPLE AVE APT 925
    EVANSTON,IL60201     		N/A N/A 2021 DISSERTATION 13,750
    MELLON GREER
    45 W 86TH STREET APT 9
    NEW YORK,NY10024     		N/A N/A 2021 DISSERTATION 13,750
    MENA MICHAEL
    39 ST PAULS PL APT 3
    BROOKLYN,NY11226     		N/A N/A 2021 DISSERTATION 13,750
    MONTES PABLO
    12921 CARILLON WAY
    MANOR,TX78653     		N/A N/A 2021 DISSERTATION 13,750
    NAKAJIMA NOZOMI
    51 CLEVELAND STREET APT 2
    ARLINGTON,MA02474     		N/A N/A 2021 DISSERTATION 13,750
    NICHOLS T PHILIP
    BAYLOR UNIVERSITY POST AWARD ONE
    BEAR PLACE 97360
    WACO,TX76798     		N/A N/A 2021 POST-DOC 35,000
    PELAEZ KEVIN
    5806 LYNN ST
    SAN DIEGO,CA92105     		N/A N/A 2021 DISSERTATION 13,750
    RAVEN ALLISON
    PO BOX 3028
    MARBLE FALLS,TX78654     		N/A N/A 2021 DISSERTATION 13,750
    REDDICK CELIA
    63 WOODLAWN STREET 2
    BOSTON,MA02130     		N/A N/A 2021 DISSERTATION 13,750
    RODRIGUEZ TATIANA
    512 WEST 122ND STREET APT 102
    SARASOTA HALL
    NEW YORK,NY10027     		N/A N/A 2021 DISSERTATION 13,750
    RODRIGUEZ-GOMEZ DIANA
    UW-MADISON RESEARCH SPONSORED
    PROGRAMS 21 N PARK STREET SUITE 640
    MADISON,WI537151218     		N/A N/A 2021 POST-DOC 70,000
    RUIZ SANDRA
    PO BOX 1934
    SALINAS,CA93902     		N/A N/A 2021 DISSERTATION 13,750
    SAMPSON CARRIE
    PO BOX 876011
    TEMPE,AZ85287     		N/A N/A 2021 POST-DOC 35,000
    SCALVEDI CATERINA
    536 WEST ARLINGTON PLACE 301
    CHICAGO,IL60614     		N/A N/A 2021 DISSERTATION 27,500
    SHI LENA
    28 DEWOLFE ST 599
    CAMBRIDGE,MA02138     		N/A N/A 2021 DISSERTATION 13,750
    SMAIL GARETH
    259 CANNER STREET
    NEW HAVEN,CT06511     		N/A N/A 2021 DISSERTATION 13,750
    SOLIZ ADELA
    VANDERBILT UNIVERSITY RESEARCH
    FINANCE PMB 401591 2301 VANDERBILT
    NASHVILLE,TN37240     		N/A N/A 2021 POST-DOC 70,000
    STERLING ERICA
    50 HARVEY ST
    CAMBRIDGE,MA02140     		N/A N/A 2021 DISSERTATION 13,750
    SUTTON APRIL
    UNIV OF CALIFORNIA SAN DIEGO
    CONTRACT GRANT ADMIN 9500 GILMAN DR
    LA JOLLA,CA920930009     		N/A N/A 2021 POST-DOC 35,000
    TOBIN ZACHARY
    151 E BROADWAY RD APT 201
    TEMPE,AZ85282     		N/A N/A 2021 DISSERTATION 13,750
    VIGIL-FOWLER MARGARET
    208 RED MESA HEIGHTS
    GRAND JUNCTION,CO81507     		N/A N/A 2021 POST-DOC 52,500
    WALKER DARA
    PENNSYLVANIA STATE UNIVERSITY
    LIBERAL ARTS 114 SPARKS BUILDING
    UNIVERSITY PARK,PA16802     		N/A N/A 2021 POST-DOC 70,000
    WEATHERS ERICKA
    PENNSYLVANIA STATE UNIV RESEARCH
    ACCOUNTING 227 W BEAVER AVE STE 401
    STATE COLLEGE,PA16801     		N/A N/A 2021 POST-DOC 35,000
    WILLIAMS RACHEL
    656 FLORIDA STREET APT 202
    MEMPHIS,TN38103     		N/A N/A 2021 DISSERTATION 13,750
    WU YIDI
    ELON UNIVERSITY ACCOUNTING CAMPUS
    BOX 2900
    ELON,NC27244     		N/A N/A 2021 POST-DOC 70,000
    YANG XIN
    47 LAKE PLACE
    NEW HAVEN,CT06511     		N/A N/A 2021 DISSERTATION 13,750
    YUN HYE-YOUNG
    2100 WILD INDIGO XING
    STATHAM,GA30666     		N/A N/A 2021 POST-DOC RDA 5,000
    ZHAO PENGFEI
    UNIV OF FLORIDA CONTRACTS GRANTS
    ACCTG 33 TIGERT HALL PO BOX 113001
    GAINESVILLE,FL32611     		N/A N/A 2021 POST-DOC 35,000
    CURNOW JOE
    UNIVERSITY OF MANITOBA EDUCATION
    BUILDING
    WINNIPEG,MANITOBAR3T 2N2
    CA     		N/A N/A 2021 POST-DOC 70,000
    ISAC MARIA
    RUE PHILIPPE LE BON 7
    BRUSSELS   1000
    BE     		N/A N/A 2021 POST-DOC 70,000
    MUSTO MICHELA
    RESEARCH FINANCE OFFICE SUITE 409
    6190 AGRONOMY RD
    VANCOUVER,BRITISH COLUMBIAV6T 1Z3
    CA     		N/A N/A 2021 POST-DOC 70,000
    SHEPHARD DANIEL
    198 AVENUE DU MAINE 7500 W CAMP
    WISON RD
    PARIS   75014
    FR     		N/A N/A 2021 DISSERTATION 13,750
    BINTE-FARID IRTEZA
    2050 ELM TREE COURT
    CHARLOTTESVILLE,VA22911     		N/A N/A 2021 DISSERTATION 13,750
    Total .................................bullet 3b 1,812,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies         874
    2 Membership dues and assessments ....         41,800
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 18,072  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPUBLICATION SALES     		        905
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 44,682 43,579
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    88,261
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1G COMPARABILITY OF LARGE-SCALE EDUCATIONAL ASSESSMENTS (SMARTER BALANCED UCSC).
    2 MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS AND IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
    11A SALES OF PUBLICATIONS RELATED TO EDUCATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE NATIONAL ACADEMY OF EDUCATION
     
    Employer identification number

    77-0415802
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number
    77-0415802
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SPENCER FOUNDATION
     
    625 N MICHIGAN AVENUE STE 1600
     
    CHICAGO, IL60611

    		$ 255,166


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JUDITH TORNEY-PURTA
    3124 GRACEFIELD RD KC -213
     
    SILVER SPRING, MD20904

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    WALLACE FOUNDATION
     
    140 BROADWAY 49TH FLOOR
     
    NEW YORK, NY10005

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    HEWLETT FOUNDATION
     
    2121 SAND HILL RD
     
    MENLO PARK, CA94025

    		$ 300,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 84,673 0 0 89,283

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Statement:
    DISTRICT OF COLUMBIA DOES NOT REQUIRE FILING OF FORM 990-PF.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT BOND FUND CLASS I 260,363 260,363
    FEDERATED INSTITUTIONAL HIGHYIELD BOND FUND 15,489 15,489
    TIAA-CREF BOND INDEX FUND INSTITUTIONAL CLASS 260,118 260,118
    PIMCO EMERGING MARKETS BOND FUND 16,302 16,302
    ISHARES TR BROAD USD HIGH YIELD CORP BD ETF 14,705 14,705

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS 47,152 47,152
    DFA INTERNATIONAL SOCIAL CORE EQUITY 24,767 24,767
    CALVERT U.S. LARGE CAP CORE 56,977 56,977
    DFA EMERGING MARKET SOCIAL 10,025 10,025
    VICTORY RS MID CAP GROWTH FUND CLASS Y 5,794 5,794
    ISHARES TR RUSSELL MID-CAP VALUE EFT 15,298 15,298
    ISHARES TR RUSSELL MID-CAP GROWTH EFT 5,646 5,646
    ISHARES TR CORE MSCI EAFE EFT 19,481 19,481
    ISHARES INC CORE MSCI EMERGING MIKTS ETF 9,637 9,637
    ALLSPRING SPECIAL MID-CAP VALUE FUND 11,422 11,422
    ISHARES TR RUSSELL 2000 GROWTH ETF 7,912 7,912
    ISHARES TR RUSSELL 2000 VALUE ETF 7,804 7,804

    TY 2021 OtherAssetsSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CERTIFICATES OF DEPOSIT   249,988 249,988


    TY 2021 OtherDecreasesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 2,085


    TY 2021 OtherExpensesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 714 0 0 714
    INFORMATION TECHNOLOGY 110,820 0 0 128,478
    POSTAGE & SHIPPING 1,636 0 0 1,644
    INSURANCE 9,103 0 0 9,103
    BANK CHARGES 1,737 0 0 1,737
    ADVERTISING 9,627 0 0 14,112
    MISCELLANEOUS 9,782 0 0 8,718
    DUES & SUBSCRIPTIONS 2,411 0 0 2,411


    TY 2021 OtherIncomeSchedule2
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PUBLICATION SALES 905   905
    MEMBERSHIP DUES AND ASSESSMENTS 41,800   41,800
    FEES FROM GOVERNMENT AGENCIES 874   874


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Beginning of Year - Book Value End of Year - Book Value
    FELLOWSHIPS PAYABLE 2,011,250 2,410,000
    UNSPENT GRANT LIABILITY 16,113 59,074


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL PROCESSING 3,136 0 0 3,136
    PROGRAM CONSULTANT 54,825 0 0 56,075
    INVESTMENT FEES 5,837 5,837 5,837 0
    REPORT PREPARATION 0 0 0 0


    TY 2021 TaxesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 46,290 0 0 46,290